2025-11-14T13:23:08-06:00 2024-12-31 BDO USA 8001 FORSYTH BLVD STE 900 ST LOUIS MO 63105 990 2024-01-01 363918630 THE MARVIN M SCHWAN CHARITABLE FOUNDATION % THE ORGANIZATION MARV 3147392116 514 EARTH CITY EXPRESSWAY Suite 233 EARTH CITY MO 63045 Rev Keith Boheim Executive Director 3148891100 2025-11-15 true true Linda A Knobbe CPA P00845643 3148891100 2024 2025-03-06 01:10:19Z Rev Keith Boheim 514 Earth City Expressway EARTH CITY MO 63045 1464486027 false X N/A X 1992 SD To provide financial support to specific religious organizations as specified by the trust's governing documents. 4 0 2 0 0 0 0 0 0 0 23383472 49239185 0 0 23383472 49239185 14368500 14200000 0 0 414749 438140 0 0 0 2228601 2573852 17011850 17211992 6371622 32027193 425570879 459534722 332043 137168 425238836 459397554 X TO PROVIDE FINANCIAL SUPPORT TO SPECIFIC RELIGIOUS ORGANIZATIONS AS SPECIFIED BY THE MARVIN M. SCHWAN CHARITABLE FOUNDATION'S TRUST GOVERNING DOCUMENTS. false false 14407430 14200000 To provide financial support to specific religious organizations as specified by the marvin m. schwan charitable foundation's trust governing documents. 14407430 true false false false false false false false false false true true false false true true false false false false true false false false false false false true false true false false false false false false false false false false false false true true true true false false true X 13 0 true 2 true true true false EI false false false false false false false false false false X 4 0 false false false false false true false true false false false true true true true true true true false true true X THE ORGANIZATION 3147392116 514 EARTH CITY EXPRESSWAY SUITE 23 Earth City MO 63045 X REV KEITH BOHEIM EXECUTIVE DIRECTOR 40.0 0.0 X 316244 0 28065 LYLE FANNING trustee 0.6 0.0 X 17000 0 0 LAWRENCE RAST JR trustee 0.6 0.0 X 17000 0 0 Verlyn Hahn trustee 0.6 0.0 X 17000 0 0 Max Wenck trustee 0.6 0.0 X 17000 0 0 384244 0 28065 1 false true false sei investments one freedom valley drive OAKS PA 19456 investment mgmt 1445214 1 0 0 8876745 -310739 9187484 0 0 0 0 0 1455609282 1415246842 40362440 40362440 310739 40051701 0 0 0 0 0 0 0 0 0 0 49239185 49239185 14200000 14200000 0 0 0 412309 172154 240155 0 9974 4974 5000 0 438 438 15419 7900 7519 0 17832 17832 103549 103549 0 0 2361759 2361759 0 0 0 0 0 36717 12239 24478 9307 2905 6402 0 0 0 0 0 8493 2831 5662 INCOME TAX EXPENSE -221 -221 TRUSTEE EXPENSES 17017 17017 SUPPLIES 831 277 554 TELEPHONE 3221 1074 2147 15347 2638 12709 17211992 14407430 2804562 0 X 592153 598381 3574837 22995664 0 0 0 0 0 0 0 0 5463593 3278155 0 0 0 0 25440 21730 5301 3710 312088954 32463623 103173146 399395367 0 0 0 0 672895 799822 425570879 459534722 278698 116797 0 0 0 0 0 0 0 0 0 0 0 0 0 0 53345 20371 332043 137168 X 425238836 459397554 0 0 425238836 459397554 425570879 459534722 32027193 2131525 X true X false true false X X 8 BETHANY LUTHERAN COLLEGE 410747165 2 true 2932500 0 WISCONSIN EVANGELICAL LUTHERN SYNOD 237181739 1 true 2107000 0 INTERNATIONAL LUTHERAN LAYMEN'S LEAGUE 431631485 1 true 372000 0 LUTHERAN CHURCH MISSOURI SYNOD 430658188 1 true 2108000 0 EVANGELICAL LUTHERAN SYNOD 391656073 1 true 574000 0 WELS KINGDOM WORKERS 390842084 1 true 1051500 0 WISCONSIN LUTHERAN COLLEGE 237179639 2 true 4700000 0 MISSION ADVANCEMENT PROJECT 411938532 1 false 355000 0 8 14200000 true false false false false false false false false false false true false false false false true true true 1739499 0 13410079 15149578 1574 2643350 0 12504654 306924710 5451449 107696078 420072237 0 0 420072237 6301084 413771153 14481990 0 14481990 12504654 10628956 14481990 14481990 0 14481990 14200000 0 0 0 0 0 14200000 0 14481990 0.0 14481990 0 500076 345177 633636 143039 92591 1714519 0 281990 218087 1214442 14200000 0 14200000 0 0 0 1214442 345177 633636 143039 92591 0 part iv, section d, line 3 key employees and/or trustees of the foundation maintain close and continuous relationships with each of the foundation's supported organizations by serving on the organization's governing body and/or maintaining a working relationship with the beneficiary organization's board members. these relationships allow the foundation to remain responsive to the needs of its supported organizations as well as oversee the use of the grant funds. further, these relationships provide the supported organizations with a way to exercise a voice in the investment and grantmaking activities of the foundation. 10513 10513 0 14927 11217 3710 0 0 0 3710 INVESTMENTS-OTHER SECURITIES 335544804 F INVESTMENTS-GOVT SECURITIES 63850563 F 399395367 0 LEASE LIABILITY 20371 20371 X part x, line 2 The Foundation is exempt from income taxes under Internal Revenue Code Section 501(a) as an organization described in Section 501(c)(3) and is not a private foundation. Specifically, the Foundation is a 509(a)(3) Type III, non-functionally integrated supporting organization and is therefore subject to certain ongoing statutory and regulatory requirements with respect to maintaining its public charity status. The Foundation files tax and informational returns with the United States government and income tax returns with state governments, if it has taxable income in those states. The Foundation's tax returns and filings are subject to examination by taxing authorities. The Foundation follows FASB ASC Topic 740-10, Accounting for Uncertainty in Income Taxes, which prescribes a comprehensive model for how an organization should measure, recognize, present and disclose in its financial statements uncertain tax positions it has taken or expects to take on a tax return. Management annually reviews its tax positions and has determined that there no material uncertain tax positions that require recognition in the consolidated financial statements at December 31, 2024 and 2023. The Foundation is no longer subject to U.S. federal, state and local income tax examinations by tax authorities for jurisdictions in which the Foundation has filed tax returns for years prior to the fiscal year ended December 31, 2021. Central America and the Caribbean Investments 71672542 Central America and the Caribbean Investments 573124 Europe (Including Iceland and Greenland) Investments 23415721 Europe (Including Iceland and Greenland) Investments 166492 95827879 95827879 true false true true true false part i, line 3 Activities conducted in the region have been reported as separate Line items. THE FIRST LINE ITEM for Central America and the Caribbean REPRESENTS invESTMENTS IN NOTES RECEIVABLE AND FOREIGN PARTNERSHIPS AS INVESTMENT VEHICLES. THE SECOND LINE ITEM for central america and the caribbean REPRESENTS EXPENSES ASSOCIATED WITH ENFORCEMENT AND MANAGEMENT OF NOTES RECEIVABLE AND FOREIGN PARTNERSHIPS AS REVENUE GENERATOR AND FUND CORPUS INVESTMENT VEHICLE. The first line item for Europe represents investment in securities. the second line item for Europe represents expenses associated with managing the securities portfolio. THE EXPENSES REPORTED IN COLUMN F WERE BASED ON THE ACCRUAL METHOD OF ACCOUNTING, THE SAME METHOD USED IN PART IX OF FORM 990. true lutheran church missouri synod 1333 south kirkwood road st louis MO 63122 430658188 501(c)(3) 2108000 religious foreign missions Wisconsin Evangelical Lutheran Synod n16w23377 stone ridge drive waukesha WI 53188 390842084 501(c)(3) 2107000 church and families wisconsin lutheran college 8800 west bluemound road milwaukee WI 53226 237179639 501(c)(3) 4700000 religious land and buildings bethany lutheran college 700 luther drive mankato MN 56001 410747165 501(c)(3) 2932500 religious land and buildings evangelical lutheran synod 6 browns court mankato MN 56001 237181739 501(c)(3) 574000 Religious foreign Missions mission advancement project 6 browns court mankato MN 56001 411938532 501(c)(3) 355000 Religious Foreign Missions WELS kingdom workers n19w24075 Riverwood Drive Ste 200 Waukesha WI 53188 391656073 501(c)(3) 1051500 Religious Foreign Missions international lutheran laymen's league 660 mason ridge center drive st louis MO 63141 431631485 501(c)(3) 372000 Religious Foreign Missions 8 0 Part I Description of Procedure for Monitoring Use of Funds KEY EMPLOYEES AND/OR TRUSTEES OF THE FOUNDATION MAINTAIN CLOSE AND CONTINuOUS RELATIONSHIPS WITH EACH OF THE FOUNDATION'S SUPPORTED ORGANIZATIONS BY SERVING ON THE supported ORGANIZATIONS' GOVERNING BODies AND/OR MAINTAINING A WORKING RELATIONSHIP WITH THE BENEFICIARY ORGANIZATIONS' BOARD MEMBERS. THESE RELATIONSHIPS ALLOW THE FOUNDATION TO REMAIN responsive to the needs of its supported organizations as well as oversee the use of the grant funds. further, these relationships provide the supported organizations with a way to exercise a voice in the investment and grantmaking activities of the foundation. the majority of the grants are not designated for a specific purpose; however, by the beneficiary organizations adhering to their stated missions, the foundation is satisfied that proper stewardship of the grant funds has been attained. X X X false false false false false false false false false REV KEITH BOHEIM EXECUTIVE DIRECTOR 316244 26473 1592 344309 Form 990, Part VI, Section A, Line 7A The Foundation has a trustee succession committee. This committee cannot influence the trustees or make decisions for the trustees, but if the committee determines that the trustee(s) acted outside the best interests of the Foundation, they can replace that trustee. Form 990, Part VI, Section A, Line 8B There are no committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, Line 12c The disclosure statement on conflict of interest is submitted annually by all individuals at the beginning of the fiscal year of the foundation and returned to the board of trustees. After review, copies are submitted to the legal advisors of the Foundation. Form 990, Part VI, Section C, Line 19 The Foundation makes its governing documents and conflict of interest policy available to the public upon request. The Foundation considers its financial statements as confidential and proprietary information and, therefore, does not make them available to the public. Form 990, Part VIII, Statement of Revenue The organization is reporting investment income, rental income and gain/(loss) amounts in column (D) because such amounts represent revenue which is excludable under the rules provided in IRC Sections 512, 513 and 514. Such amounts are used by the Foundation to operate for the benefit of, to perform the functions of, or to carry out the purposes of one or more of its specific religious supported organizations. The expenses reflected on Part IX relate to that revenue and those uses. For purposes of Form 990 reporting, both short-term and long-term gains (as applicable) are reported together. Form 990, Schedule R The share of total income and end of year assets for certain entities are not included because they are not included in Part X of Form 990. For entities which require Form 5471 or Form 8858 reporting see attached Forms for entities' activity including end of year assets and total income. Form 990, Part VI, Section B, Line 11B COPIES OF THE FORM 990, AS FILED, ARE PROVIDED ELECTRONICALLY TO THE EXECUTIVE DIRECTOR AND THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. THE BOARD OF TRUSTEES MEETS WITH THE EXTERNAL CPA TO ASK QUESTIONS AND ENSURE PROPER PRESENTATION OF THE FORMS. Form 990, Part VI, Section B, Line 15a The Foundation periodically performs a study of market rates for compensation and then makes compensation adjustments to align with market conditions. WINGS OF PAPAGAYO LLC 514 EARTH CITY EXPY STE 233 EARTH CITY MO 63045 REAL ESTATE MO 158479 3280969 FILING ORG BETHANY LUTHERAN COLLEGE 700 LUTHER DRIVE MANKATO MN 56001 410747165 EDUCATION MN 501(c)(3) 2 EVANGELICAL false EVANGELICAL LUTHERAN SYNOD 6 BROWNS COURT MANKATO MN 56001 237181739 RELIGIOUS MN 501(c)(3) 1 NA false INTERNATIONAL LUTHERAN LAYMEN'S LEAGUE 660 MASON RIDGE CENTER ST LOUIS MO 63141 431631485 RELIGIOUS MO 501(c)(3) 10 NA false LUTHERAN CHURCH MISSOURI SYNOD 1333 S KIRKWOOD RD ST LOUIS MO 63122 430658188 RELIGIOUS MO 501(c)(3) 1 NA false WELS KINgdom Workers n19w24075 Riverwood Drive ste 200 Waukesha WI 53188 391656073 RELIGIOUS WI 501(c)(3) 1 WI EVANGELIC false WISCONSIN EVANGELICAL LUTHERAN SYNOD N16W23377 STONE RIDGE DRIVE WAUKESHA WI 53188 390842084 RELIGIOUS WI 501(c)(3) 1 NA false WISCONSIN LUTHERAN COLLEGE 8800 WEST BLUEMOUND ROAD MILWAUKEE WI 53226 237179639 EDUCATION WI 501(C)(3) 2 NA false MISSION ADVANCEMENT PROJECT 6 BROWNS COURT MANKATO MN 56001 411938532 RELIGIOUS MN 501(C)(3) 1 NA false false true false true false false false false false false false false false false false false false false false NONE